Crawford Technologies
Introduction
Agenda
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Introductions
Crawford Technologies Corporate Intro
Product Overviews
Enterprise Solution Scenarios
CrawfordTech Overview
• Founded in 1995 and based in Toronto, CrawfordTech is a
privately held global software company
• Core competency is in transaction print stream and
document production software, including:
o Alternate Format services
o Automated Document Factory solutions
o Document manipulation & re-engineering applications
o Print stream conversions/transform applications
o Transaction document archiving & retrieval solutions
o Integration/WorkFlow solutions
CrawfordTech Overview cont’d
• Since 2003, year-over-year double-digit revenue growth
continues through both direct sales and partners, with over
700 customers globally, including:
o 4 of the world’s top 5 auto manufacturers
o 4 of the USA’s top 5 banks
o 4 of the USA’s top 5 P&C insurance companies
o 3 of the USA’s top 5 L&H insurance companies
o 50% of direct sales are into service provider environments
• Partners include OCE, InfoPrint Solutions, Oracle, Kern,
LRS, EMC, IBM and more
CrawfordTech Differentiators
• Outstanding post-sale customer support
• Significant ongoing investment in R&D – building products and
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solutions based on customer requirements
Active members of AFP Consortium, PDF/A & PDF/UA Competency
Centre and ISO standards board
Focused on core competencies
Software is designed to easily integrate within existing
workflows/processes via API’s or flexible command line
Operating system, hardware platform and database agnostic
We have all major O/S’s running in our facilities including a mainframe
Sophisticated automated QA system 115K + nightly regression tests on
all O/S platforms
Flexible and easy to work with
Competitive pricing
CrawfordTech Support
• Support staff average 15+ years in the industry
o 60% EDPs / Master EDPs
• Online knowledgebase
• 24x7 support available
• Phone/fax/email support
• Onsite severity 1 problem response if required
• Incident tracking system
• Documented escalation process
Product Overview
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Print Stream Transforms
Document Manipulation & Re-engineering
File Concatenation
Duplicate Checking
Archiving & Retrieval
Integration/Automated Workflow Products
Enterprise IMB
Document Accessibility Services - Alternate Formats
CrawfordTech System Architecture
Print PDLs
CrawfordTech
Interpreters
(executables)
LCDS
DJDE
Metacode
AFP
PCL
PDF
TIFF
JPEG
CrawfordTech
Output Drivers
Alternate
Formats
PROAFP
“Display list” of everything
on each page:
► fonts, text, images,
forms, paper tray, plex info,
finishing
PROPCL
Completely print stream
independent
PROMeta
PRO Concatenator
Transactional Document
Generation Application
Line Data
CrawfordTech Infrastructure
(held in memory)
PDF
API
PDF/A
Perform Document
Enhancement:
►Transpromo Express
►Operations Express
►Indexer
►Splitter
►Batcher
PROPDF
PROIMG
PNG
PROPS
PS
Duplicate
Checker
AFP
Metacode
PCL
TIFF
API
External Files
• Consumer data
• Text
• Sorted
CASS/PAVE
result files
• Other customer
data as required
PS
Viewing:
Electronic
Presentment
API
Enterprise IMB®:
Unique ID Manager,
Mail Tracker
Stats,
Audit and
Log files
Index Output files:
XML, CSV, Text ,
Fixed Field Width
Pro WorkFlow: JES, Server, Connector
HTML
Text
PRO
Dynamic
Document
Archive
API
Printer:
Reprint and
Recovery
PRO Transforms: Problems Solved
• Load balancing across multiple print platforms
• Convert to supported format for downstream processing
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in other software
Extend life of legacy assets/applications
Increase utilization of existing assets
Enable print output for online presentment
Extract billing information
Data/messaging verification & reporting
Repurposing data
Print Stream Conversion:
PRO Transforms
• Convert Print Streams, Image & Line Data from one format to another
PRO Transform Plus:
Indexer & Splitter Features
• Splitter:
o Intelligently split to individual statements
o Intelligently split into multiple output files
• Indexer:
o Extract information from print stream
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For use in Filenames
Creating external Index files
Book Marks in PDF
Writing TLEs, No Ops, etc
Feeding other CrawfordTech functions
Print Stream Conversions:
PRO Transform Differentiators
• Object to object
o Provides text-based output, not full page images
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Speed
Output file sizes
High level command set
Platform independent
Excellent fidelity
Flexible resource management
Perform many functions in a single pass
Common approach and command set is consistent across all
incoming print streams
Customer Service
ACME
Wireless
Mr. John Doe
111 Main Street
Town, ST, USA
22222
1-800-111-2222
*611 from you ACME Phone
Statement Date: October 5, 2009
Acct # 01001001001
Phone Number 123-456-7890
Customer Service
ACME
Wireless
1-800-111-2222
Free Call *611
on your
ACME Phone
Statement Date: October 5, 2009
Acct # 01001001001
Phone Number 123_456-7890
Mr. John Doe
111 Main Street
Town, ST, USA
22222
Special Offer
for our
valued
customers
Account Summary
Account Summary
Minutes
SMS
Data
Subtotal
Tax
$50.00
$10.00
$25.00
$85.00
$8.50
TOTAL
$93.50
See page 2 for detailed usage
Minutes
SMS
500 GB Data
Subtotal
Tax
$50.00
$10.00
$25.00
$85.00
$8.50
TOTAL $93.50
Usage
Summary
90
80
70
60
50
40
30
20
10
0
Minutes
Text
Data
This
month
Sep
Aug
Renew your
account new
qualify for
a free Iphone!
Jul
See page 2 for detailed usage
Please detach and send with your payment
Mr. John Doe
111 Main Street
Town, ST, USA
22222
Statement Date: October 5, 2009
Acct # 01001001001
Phone Number 123-456-7890
Amount Due
Due By
$93.50
Nov. 1, 2009
Page 1 of 3
Please detach and send with your payment
Mr. John Doe
111 Main Street
Town, ST, USA
22222
Statement Date: October 5, 2009
Acct # 01001001001
Phone Number 123-456-7890
Amount Due
Due By
$93.50
Nov. 1, 2009
Page 1 of 3
Document Manipulation and
Re-engineering Solutions
PRO Document Enhancer - Operations
Express: Problems Solved
• Enabling and supporting an ADF Strategy
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Postage reduction
Ability to move work across different printer and inserter technologies
Improve productivity of printer, inserter, staff
Compliance with USPS IMB Strategy
Automated reprint
Improved mail piece integrity
Creating MRDF-like files for downstream applications
PRO Document Enhancer - Transpromo
Express: Problems Solved
• Rapidly and inexpensively insert marketing content & color on
transaction documents without recomposition:
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Remove hardcopy-oriented objects for electronic presentation
Up-sell and cross-sell
Enable your one to one marketing strategy
Quickly and cost effectively adding color to legacy black & white
applications
o Reduce time to market and implementation cost of transpromo strategy
o Retention and Regulatory communications
Manipulating and Re-engineering
Documents
• PRO Document Enhancer - Operations Express: Optimizing Operations
Processes
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Adding/Removing barcodes i.e., OMR, 2 of 5, 3 of 9, 2D, Postnet, IMB
Filtering pages for reprint or QA purposes
Extracting address blocks and other data
Sorting (e.g. Postage Optimization)
Streaming (e.g. Envelope size and weight breaks)
Adding slip sheets
• PRO Document Enhancer - Transpromo Express: Enhancing Document
Content
o Detecting available white space and adding text and image based marketing
content there
o Merging PDFs for marketing, regulatory or other informational purposes
o Adding PURLS
o Adding Color to Black & White applications
o Optional module (QR Express) to add dynamic QR codes
Document Re-engineering &
Manipulation:
CrawfordTech Differentiators
• Speed
• Support for all de facto print streams
o PCL, PDF, PS, AFP, Xerox LCDS/Metacode, Line data
• Simple text based command language
• Platform independent
o Windows, Linux, Solaris, AIX, HP-UX, z/OS, z/Linux
• Common approach and command set is consistent across all
incoming print streams
• Development resource does not require detailed print stream
knowledge
Print File Concatenation
Pro Concatenator: Problems Solved
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Improved printer and inserter productivity
Reduce number of files to be managed in production process
Achieve item quantities for maximum postal discounts
Eliminate printer clutching due to number of resources
• Sample scenario:
o 250,000 individual confirms are created daily in PCL
o Outsourcer requires single AFP file per day to manage
o Concatenate the individual documents into a single file and convert to
AFP
PRO Concatenator
• Combining multiple like type files or pages from various sources into
a single file
o Intelligently concatenates any number of like type files from many
sources into a single file
o Can specify which pages are pulled from each file and the sequence to
be placed in
o Removes duplicate resources during concatenation
o Input file support includes PDF, PCL, Xerox, AFP, TIFF, line data.
PRO Concatenator Differentiators
• Platform independent
o Windows, Linux, Solaris, HP-UX and AIX, z/Linux
• Wide range of supported input file types
• Ability to merge at the page level versus file level
• Resource management
Duplicate Checker
PRO Duplicate Checker:
Problems Solved
• Eliminate cost of duplicate printing, inserting and mailing of full or
partial runs
• Avoid the erosion of customer confidence and satisfaction of a
duplicate mailing, particularly financial information
• Reduce financial risk of mailing cheques twice
PRO Duplicate Checker
• Verify against a DB that a given mail piece has not already been
processed
• Take action based on user parameters to fail the job or continue
running but write an error message for each duplicate piece
• Updates the database of those that are processed that were not
duplicates
PRO Duplicate Checker Differentiators
• OS and DB platform flexibility
• Tightly coupled with Operations Express via API
• Integrate with 3rd party applications via API
Enterprise IMB
Enterprise IMB® : Problems Solved
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Avoid building/maintaining in-house custom programs
Enterprise level scalability
Use customer’s IMB as opposed to vendor’s
ASP is cost prohibitive for high volume mailers
Shipment of sensitive customer data to ASP
Flexibility to customize reports and integrate with existing business
applications
• Avoids wholesale environment change
Enterprise IMB®
• Enterprise IMB provides a set of products to enable organizations to
quickly and cost effectively be compliant with the USPS IMB
strategy.
o Enterprise IMB Unique ID Manager
o Enterprise IMB Mail Tracking Facility
Enterprise IMB® Unique ID
Manager
•Client/Server implementation that generates
unique IDs on demand for a single application,
multiple applications, a site, or enterprise
•Supports multiple mailer IDs
•Time period of uniqueness is user defined
•Integration is achieved via API, batch utilities, the
GUI-based UID dispenser
•Tightly coupled with Operations Express via the
API
Enterprise IMB® Mail Tracking
Facility
•Facility for tracking both inbound and outbound
full service IMB encoded mail through the USPS in
conjunction with their ACS and OneCode Confirm
services
•Supports multiple mailer IDs
•Includes standard reporting capabilities such as:
o Production Run Status Report
o SLA (Service Levels Agreement) Status Report
o Lost Mail Pieces Report
•Includes a report generator to allow user to define
custom reports
•Allows for user defined fields to be included in DB
•Is tightly coupled with Operations Express via the
API
Enterprise IMB® Differentiators
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Software license versus ASP
Enterprise scalability
Manage multiple mailer IDs
Either integrated with existing 3rd party products or in-house
applications
• Either stand alone or tightly integrated with Operations Express
• Platform flexibility
• DB flexibility
Archival & Retrieval
PRO Dynamic Document Archive:
Problems Solved
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Lowers the cost of storage
Enables rapid reprint/fax/email of archived documents
Provides call center and end customer presentment consistency
Enables move to desired OS/DB technologies
Reduces number of files managed
Lower cost of DB licensing and management
Maximizes service providers flexibility to support a wide range of
input and output formats
• Unlike generic archive systems, preserves print stream metadata to
providing audit, regulatory and compliance support within the
archive
• Avoids incompatibility issues with Adobe PDF viewer versions and
future industry formats
PRO Dynamic Document Archive
• Scalable, single-source transactional customer communication
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archive and retrieval platform
Enables high speed ingestion and retrieval
Compresses documents to reduce storage requirements (typically
50% to 90%)
Stores print streams in original formats including AFP, Xerox, PCL
and PDF
Retrieves documents into PDF, PDF/A, AFP, Xerox, PCL, PS,
HTML, TIFF, XML, PNG for print or presentment purposes
PRO Dynamic Document Archive
Differentiators
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O/S, file system and database agnostic
High speed ingestion and retrieval
Disk space savings (typically 50-90%)
Efficient resource management for common elements in each print
file
Finishing, paper tray and plex information maintained
Fewer files to manage
Can be integrated with virtually any archival or content management
system
Widest range of supported input and output formats
Delivers the original document back for reprint
Flexibly recovers from changes in Acrobat reader (e.g., V8.1 errors)
Unlimited scalability
Integration/Automated
Workflow Products
Integration/Automated Workflow:
Problems Solved
•Eliminate need for JCL changes
•Automate movement of work across different computing platforms
•Utilize hot folder watching to simplify integration
•Fully automate production processes to reduce human resource
requirements and errors
•Augment or replace in-house developed workflow solutions
PRO Workflow
•Simplify the integration and automate the production workflow of
CrawfordTech, 3rd party and in-house batch programs:
o PRO WorkFlow JES
o PRO WorkFlow Server
o PRO WorkFlow Connector
PRO WorkFlow JES
• Actively watches the JES Spool for jobs then extracts and executes
defined processes on them
• Examples:
o Extract a Xerox formatted print job from the spool, convert it to AFP with
a transform and place back on to the spool for printing/archiving
o Selects AFP print job from the JES Spool and ftp’s it to another
computing platform such as PRO WorkFlow Server or other workflow
soutions for further processing
PRO WorkFlow Server
•Manages production workflows on open systems platforms, can
receive and distribute work via LPR, FTP, and hot folder watching
•Provides a GUI for queue management and to monitor active
processes
•Provides email notification of successful or failed jobs
•Can manage multi-step workflows
•Example:
o Read a print file from a watched folder, remove address block
with Operations Express, pass the file to CASS/PAVE software
for sorting and address updates, then reprocess the original print
file to put in postal sequence with updated address blocks, then
LPR to a printer/print server
PRO WorkFlow Connector
•Used for transferring files along with any associated metadata across
different computing platforms
•Metadata can be used to populate prebuilt scripts, JCL, and other
process invocation methodologies in order to dynamically define the
specific set of processes for that file
•Example:
o Receive file and metadata from PRO Workflow Server (as per
previous example) move to the mainframe, reblock and place in
the JES Spool with appropriate JES metadata such as FORM,
CLASS, DEST, JOB ID, etc.
PRO Workflow Differentiators
•Designed specifically to manage the unique data files and the
associated metadata relevant to high volume transactional production
work
•Support for mainframes as well as open systems, and can seamlessly
move work across these different platforms if required
•We provide support to work with 3rd party, in-house and CrawfordTech
applications
Document Accessibility
Services - Alternate Formats
DAS: Problems Solved
• Enable customers to be compliant with following legislation:
o USA
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Americans with Disabilities Act (ADA)
Section 508 of the Rehabilitation Act
Section 504 of the Rehabilitation Act
Section 255 of the Telecommunications Act – Access for People with
Disabilities
• ADA Title III: Public Accommodations
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Ontarians with Disabilities Act (ODA)
Canadian Charter of Rights and Freedoms
Access to Information Act
Personal Information Protection and Electronic Documents Act (PIPEDA)
DAS: Problems Solved (cont’d)
• Improve customer service for visually impaired and print disabled
clients by providing:
o Large Print
• Properly formatted large print statements remove barriers (small print, multicolor, traditional layouts) for consumers that may be using enhancement
devices
o Braille Grade 1 and 2 (un-contracted and contracted Braille)
• Offering un-contracted and contracted Braille will meet the needs of your
visually impaired consumers
o Audio
• For visually impaired and print disabled consumers who do not read Braille,
audio statements provide access via mp3 or WAV files
o e-Text
• Formatted text files for consumers using assistive technologies such as
Braille displays or screen readers, e-Text provides barrier-free access to the
statement
DAS: Alternate Formats
•DAS (Document Accessibility Services) produces and delivers
alternate format output from standard print files in our PCI compliant
production facility
•Industry standard print files produce alternate formats in English,
French and Spanish
o Braille Grade 1 and 2
• Embossed on 100lb, 8.5 by 11in. braille paper using interpoint (duplex)
technology
• Per industry standard, statements over 20 sheets are cerlox bound
o Large Print
• Printed on 70lb, 8.5 by 11in. paper
• Per industry standard, statements over 30 sheets are spiral bound
o Audio
• CD or DVD in MP3 or WAV, with both braille and large print labels
• Cassette, with both braille and large print labels
o e-Text
• ASCII-formatted text file on CD or DVD, with both braille and large print
labels
DAS Differentiators
•Supports the widest range of input formats
•Standard software versus custom code for each client
•Documented DRP policy and site security
•PCI-DSS compliant facilities
•Splits alternate format records from a complete print run if required
•Can return large print for client to print and mail if required
•End-to-end tracking and reporting of production process
•Unparalleled production process and delivery quality control
o Each sheet is bar coded and electronically reconciled to ensure
each document is complete
o Option to utilize the USPS One Code Confirm service to track and
validate delivery of the packages by the USPS via the IMB
Crawford Technologies
Customer Solution Snapshots
Large Service Bureau
Electronic Envelope
• Australia/PacRim’s largest Service Bureau
• Problem:
o Bank customer wishes to turn off paper based statement yet continue to
market to clients without changing the application or use of CMOD
archive
• Solution:
o Customer used Transpromo Express, PRO AFP to AFP w/Indexer, and
PRO AFP to PDF Transform
o Index existing AFP file for retrieval purposes
o Load indexed AFP file into CMOD for standard archiving, viewing and
reprinting processes
o Upon retrieval from CMOD, Transpromo Express is invoked to merge in
full color paper stock replacement, terms & conditions, and PDFs
representing the inserts that would have been in the client’s envelope.
Customer is adding PURLs in next phase of project.
o Convert to PDF and deliver to client screen for presentment
Large Service Bureau
Transpromo
• Problem:
o Credit card issuer wants to present offers to select customers based on loyalty
point threshold
• Solution:
o Using Transpromo Express and PRO AFP Indexer, two passes on production
print stream
o First pass: Determination
• Extract customer name, address, rewards point balance, postal code and account
number
• Determine adequate area of white space available on a particular page
• Write to external file:
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Name, address information and customer number
Page number where white space appears
Amount of white space available on the page (accurate to 1/300th of an inch)
X and Y location of white space start
o Second pass: Execution
• Add AFP metadata to pages as TLEs to enable audit of TIFF images added to AFP
page
• Per list of TIFFs provided by Salmat, add these to the page as AFP Page Segments
o Six weeks to implement including 4 weeks of testing
Financial Services Merger
• Problem:
o Two large financial services companies merge, each producing 150
million impressions/yr
o Both use similar printer hardware / models and run on MVS, JES2
o One is AFP and the other LCDS/Metacode
o Consolidate all the printing to one set of hardware and software
solutions
o No application changes or JCL changes permitted: IT teams are too
busy with their own integration efforts
• Using PRO Meta to AFP and PRO Workflow JES
Financial Services Merger
Solution
• Meta to AFP Transform to convert the Xerox / LCDS into AFP
o All the jobs were on the JES spool
o Approximately 15,000 different jobs, 275 different job setups
• Workflow JES :
o “Wake up” when an LCDS / Metacode job hits the SPOOL
o Invoke the transform with appropriate config for that job, based on JES2
metadata such as CLASS, WRITER, FORMS
o Put the resulting AFP file back on the spool, passing through delivery
information, FORMS, WRITER name, etc
Large Financial Institution
Merging External Documents
• Problem:
o Print application creates PCL file
o Need to merge external hardcopy document (customer signed
application) to create final document
o Final document needs to be printed and mailed as well as archived
• Solution:
o Using PRO PCL Normalizer, Splitting feature, PRO Image to PCL
Transforfm, PRO Concatenator and PRO PCL to PDF Transform
o Normalizing and splitting PCL files into individual statement files
o Customer scans hardcopy signed mortgage applications to create TIFFs
o Converting TIFFs to PCL
o Merging documents and imaged mortgage applications
o Converting to PDF for archive
• Result:
o Substantial cost savings with merged documents and error free merging